Investment adviser · CRD 323123
TSA WEALTH MANAGEMENT
Investment adviser filing (IA)
TSA WEALTH MANAGEMENT LLC
HOUSTON, TX, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $359M Form ADV · Item 5.F
- Client accounts
- 666 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 126 | $302,990,940 | 84.4% |
| Individuals | 136 | $48,235,091 | 13.4% |
| Charities | Fewer than 5 | $2,650,039 | 0.7% |
| Corporations & businesses | Fewer than 5 | $2,605,844 | 0.7% |
| Retirement plans | Fewer than 5 | $2,355,912 | 0.7% |
Filing source
Form ADV 2126589 · Aug 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
5718 WESTHEIMER ROAD, SUITE 950HOUSTON, TX, 77057, United States
CRD 323123
Filing source
Form ADV 2126589 · Aug 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.